Wealth Advisor (Producer) at SWMG

Fort Worth, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Sep, 26

Salary

150000.0

Posted On

06 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Conversion, Investment Management, Asset Transfer, Portfolio Design, Public Speaking, Consultative Sales, Fiduciary Responsibility, Client Onboarding, Market Research

Industry

Financial Services

Description

We are seeking a seasoned Wealth Advisor with a demonstrated track record of attracting, converting, and advising high net worth clients. The ideal candidate is passionate about financial planning and investing, highly personable, a natural educator, and a confident presenter who upholds the highest level of integrity and consistently puts the client first. About Strittmatter Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high-net-worth clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers. Position Details Location: Fort Worth, TX Schedule: Monday through Thursday 8:00 AM to 5:00 PM, Friday 8:00 AM to 4:00 PM Compensation: $100,000-$150,000 base, target income $300,000 Status: Full time, 40 plus hours per week Benefits: Medical, Dental, Vision, Disability, Life Insurance, PTO, 401k with match Job Responsibilities Conversion of company provided leads and self-generated referrals into clients using our proven sales process Onboarding new clients and overseeing asset transfers before transitioning relationships to the servicing team Primary focus on client conversion and onboarding activities Manage the financial planning process from start to finish utilizing eMoney Advisor and other planning tools Guide the paraplanner team in plan preparation, portfolio design, and customized recommendations Present financial and investment recommendations to clients Conduct research related to assigned cases and participate in daily trading coordination and task review Ensure compliance documentation and notation standards are met Assist in development of marketing materials and other firm initiatives Job Requirements Minimum five years of financial planning experience in a client facing role Verifiable history of new client conversion and onboarding success Certified Financial Planner designation preferred Life and Health Insurance license required Bachelor's degree or higher Strong knowledge of financial markets, economic and accounting principles, investments, insurance products, and financial planning regulations Proficiency in Microsoft Office, Google Workspace, Redtail CRM, Morningstar, eMoney, and VeoOne preferred Professional consultative sales approach with strong organization, time management, and public speaking abilities Ability to present complex financial concepts in clear, understandable language Commitment to high ethical standards and fiduciary responsibility Why Strittmatter Long term career-focused company with growth opportunities Competitive compensation with performance-based bonuses. Comprehensive benefits package, including medical, dental, vision, disability, and life insurance. 401(k) with company match to support your financial future. A professional, collaborative, and growth-oriented work environment.

Responsibilities

The role focuses on converting leads and referrals into high-net-worth clients and managing the onboarding process. It also involves overseeing the full financial planning process and presenting investment recommendations to clients.